See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,731 | $99,640-97.3% | $86,436-96.8% | $134,475-98.0% |
| Participation rate | 86.7% | 82.0%+4.6pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,114 | $4,400-74.7% | $3,769-70.4% | $4,740-76.5% |
| Participant deferral / active EE | $1,264 | $7,246-82.6% | $6,952-81.8% | $6,400-80.2% |
| Admin fee / account holder | $2 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |